More than 120 financial businesses have applied for Associate Firm membership of the Personal Finance Society in the first month. Among the first to commit to associate status were Lowes Financial Management, Susan Hill Financial Planning, Bateman Asset Management, Morgan Williams & Co and Red Star Wealth Management. Associate firms sign up to a ‘closer […]
The marketing plan in an insurance company business plan is the place to define what the brand is that your firm will try to create. A senior manager is a bit tempted to use the same squad for every project, but this may not be the most effective use of proficiencies and time of the […]
Customers expect unique experiences across channels and devices, and insurance leaders recognize the opportunity. Moreover, since this game relies heavily on communication, the leader will also learn to direct the teams with clarity and precision. See also project sponsorship to understand how project sponsorship may be integrated with the project manager’s responsibilities for planning. Data-driven, […]
